2023 Form 5500 filing — Zirkle Fruit Company 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008130742NAL0009683091001) for Zirkle Fruit Company 401(K) Profit Sharing Plan, reported by Zirkle Fruit Company under EIN 91-0979506 and plan number 401. It reports 2,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$72.2MReported net assets$72,242,355
Participants2.2K2,247
Provider compensation$213.1K2 Schedule C row(s)$213,069
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008130742NAL0009683091001
- Plan sponsor
- Zirkle Fruit Company
- EIN
- 91-0979506
- Plan number
- 401
- Location
- Selah, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$72.2M total assets
Net assets$72.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $72,242,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,242,355
- Employer contributions
- $1,891,612
- Participant contributions
- $3,196,354
- Total income / additions
- $15,139,286
- Benefits paid
- $5,741,581
- Administrative expenses
- $213,069
- Total expenses
- $5,954,650
- Net increase / (decrease)
- $9,184,636
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $213,069 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |